HWM

HB Wealth Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 16.14%
This Quarter Est. Return
1 Year Est. Return
+16.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.26B
AUM Growth
+$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$18.1M
3
+$15M
4
HD icon
Home Depot
HD
+$12.3M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.07M

Top Sells

1
+$13.2M
2
+$12.6M
3
+$4.32M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.53M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.23M

Sector Composition

1 Technology 6.71%
2 Consumer Discretionary 3.72%
3 Financials 3.11%
4 Healthcare 2.75%
5 Industrials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$218K ﹤0.01%
+3,504
652
$217K ﹤0.01%
+1,583
653
$216K ﹤0.01%
1,108
+12
654
$215K ﹤0.01%
2,106
-101
655
$215K ﹤0.01%
+3,801
656
$214K ﹤0.01%
+6,265
657
$213K ﹤0.01%
+6,032
658
$212K ﹤0.01%
6,298
+2,840
659
$212K ﹤0.01%
+5,096
660
$212K ﹤0.01%
5,897
-1,260
661
$211K ﹤0.01%
7,421
+698
662
$211K ﹤0.01%
2,673
+18
663
$211K ﹤0.01%
5,332
664
$211K ﹤0.01%
+3,270
665
$209K ﹤0.01%
+10,262
666
$208K ﹤0.01%
8,206
667
$207K ﹤0.01%
1,904
-69
668
$207K ﹤0.01%
+1,411
669
$207K ﹤0.01%
2,038
-4
670
$207K ﹤0.01%
+1,406
671
– –
-8,861
672
$206K ﹤0.01%
2,965
+45
673
$206K ﹤0.01%
3,143
+33
674
$206K ﹤0.01%
7,869
-40
675
$205K ﹤0.01%
+5,445
25 26
27
28 29